Category Archives: Dynamics CRM 2015

Working with Report Pre-Filtering for related entities using Fetch XML

Introduction: Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM. Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data. Pre-filtering passes the set of selected record or a specific record (such as Quote)… Read More »

Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel!

Business reports compiled from Microsoft Dynamics 365 data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals. While reports can be remarkably useful for the organization, employees often spend a considerable amount of time preparing these reports. This is a concern for many organization as it is not… Read More »

How to Transfer Huge Data from SQL to Dynamics CRM?

Sometimes we come across a situation where there are millions of records that need to be transferred from SQL to Dynamics CRM. When we use SSIS to migrate such data there are several methods in it through which we can achieve this. But migrating so many records is not easy when it comes for speeding… Read More »

Retrieve Updated Dynamics CRM Rollup Attribute Value in Plug-in/Workflow

Introduction: Rollup Feature is one of the interesting feature and we have already discussed about how we can make use of rollup attributes of CRM to ease our calculations in our previous blog. Retrieving rollup attribute values is not same as we do for the other attributes. Rollup attributes are used to minimize our efforts… Read More »

Optimistic Concurrency Control from Dynamics CRM 2015 Update 1

What is the need of Concurrency Control? Systems such as Dynamics CRM are used by multiple users. When two or more CRM users need to update a same record at the same instance, then the changes made by the last user will be saved. There is no such concurrency control mechanism to stop users from… Read More »

Error Upgrading CRM 2011 On-Premises to CRM 2013 On-Premises

We were upgrading Dynamics CRM 2011 On-Premises to CRM 2013 On-Premises. As every CRM developer would be aware that CRM upgrades are never a smooth sailing ride. We stumbled upon an error while importing organization in Deployment Manager. The error we came across was, Violation of UNIQUE KEY constraint ‘UQ_LocalizedLabelCheck’. Cannot insert duplicate key in… Read More »

Identify the trigger for an On-load event for Sub-grid in Dynamics CRM

Introduction: With CRM 2015 SP1, the Client API was extended to allow attaching events to sub-grid to manage the sub-grid data/operations. The OnLoad event however executes on all of the following operations Load of parent form. Save of parent form. Add a new record in sub-grid Remove a record from sub-grid Navigating to prev/next page… Read More »

Use RetrieveDuplicateRequest in Dynamics CRM

Introduction: Recently we had a requirement where we had to create Contact records from data received from other System and if Duplicate record found then avoid creation of records based on Duplicate Detection rules specified in the System and get the List of the Duplicate Records found in the system. The Duplicate Detection rules might… Read More »

ExecuteMultiple & Workflow or Plugin Assemblies

Introduction: ExecuteMultipleRequest – Message that allows you to club multiple CRM operations and execute them at one go without having to send each of these as separate requests. The ExecuteMultiple provides you with the option to indicate whether you want to continue processing the remaining requests if one of them fails or to stop processing. But… Read More »

Creating Calendar rules with Breaks in Microsoft Dynamics CRM 2015

Introduction: Microsoft Dynamics CRM has comprehensive Calendar management capabilities to manage work schedules. You are allowed to not only specify the work hours but also the break times when the resource would be unavailable. Here we are demonstrating how to add breaks to daily work schedule programmatically. Calendar and Calendar rules entities in CRM are… Read More »

API functions to control Subgrid behavior starting Dynamics CRM 2015 Update 1

Introduction: Prior to CRM2015 update 1 the only available function for interacting with the subgrids on the form was refresh(). This function is used to refresh the sub-grid records. With the release of CRM 2015 update 1, more functions were introduced to interact with the sub-grid using JavaScript. Function list: 1. addOnLoad 2. removeOnLoad Use… Read More »

Customizing the IFD Sign-in Pages for Dynamics CRM

Introduction: An on-premise deployment of Dynamics CRM can only be accessed from within the intranet. If you would like to provide access to your on-premise Dynamics CRM to your team from outside the corporate network, you need to make this available externally over the internet. To do this, you need to configure IFD (Internet Facing… Read More »

Sales Literature in Dynamics CRM

Sales literature stores all the sales information which is used for sales team like brochures, promotional materials and other sales literature materials. Creating Sales Literature- So now we will see how to create and use sales literature in sales process. To create sales literature in Dynamics CRM Go to – Sales → Sales Literature àNew Enter… Read More »

Full-Text Search in SharePoint files from Dynamics CRM

Introduction Dynamics CRM provides native integration to SharePoint so that SharePoint can be used as the file storage platform and utilize the rich document management features of SharePoint. SharePoint Integration Once Document Management is enabled for an entity in CRM, you can see the following tab available in the Dynamics CRM entity forms. Through this tab… Read More »

Passing special characters For Odata request using JavaScript in Dynamics CRM 2015

To retrieve records from Dynamics CRM using JavaScript one of the popular options is using CRM Odata services using REST endpoint. There are many situations occurs when we need to retrieve records from CRM by name using REST retrieve multiple request. For example in below script we are retrieving products by product name. While passing… Read More »

Exporting Data from Dynamics CRM using SSIS

Introduction: We have often had sync requests projects where we need to write data from CRM to flat files. Our option until now had been to either Develop a Windows service, that polls at regular intervals to writes the file Develop a Windows app and using the windows task scheduler to schedule to run at… Read More »